Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,977 | $103,392-46.8% | $87,104-36.9% | $152,897-64.0% |
| Participation rate | 43.5% | 79.4%-35.9pp | 76.9%-33.4pp | 82.5%-39.0pp |
| Annual return | 18.09% | 28.10%-10.0pp | 28.19%-10.1pp | 345.43%-327.3pp |
| Employer contribution / active EE | $731 | $3,221-77.3% | $2,521-71.0% | $4,764-84.7% |
| Participant deferral / active EE | $1,235 | $4,778-74.2% | $4,048-69.5% | $5,851-78.9% |
| Admin fee / account holder | $5,859 | $12,194-52.0% | $7,491-21.8% | $11,599-49.5% |